Moving up to higher-value services

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Talk about the move to higher-value-added advisory services is all the rage in the profession, but while most people agree that shifting from historically focused compliance services to more future focused services makes conceptual sense, a lot of firms simply don’t know how to get there. Edi Osborne, CEO of Mentor Plus, has been advising CPA firms on making this change for years, and shares her roadmap for it in this interview.